How big is Eagle Capital Advisors LLC's plan?

Eagle Capital Advisors LLC's plan reported $36K in assets and 5 participants for 2022.

Original filing (PDF)20230407232046NAL0000091041001

Eagle Capital Advisors LLC

Name: Eagle Capital Advisors LLC — Eagle Capital Advisors, Form 5500 (2022)
Creator: Eagle Capital Advisors LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Eagle Capital Advisors LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Eagle Capital Advisors LLC's Eagle Capital Advisors LLC 401(k) Profit Sharing Plan & Trust held $36K in plan assets for 5 participants in 2022.

Active participants

Accounts w/ balance

Plan assets (EOY)

$36K

Net assets (EOY)

$36K

Plan identifiers

Eagle Capital Advisors LLC's EIN is 83-3701774.

EIN 83-3701774

Plan number 001

Plan year 2022

ACK ID 20230407232046NAL0000091041001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Eagle Capital Advisors LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Eagle Capital Advisors LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for EAGLE CAPITAL ADVISORS LLC.

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Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score